Canada Tax Account Optimizer

Province/Territory: Select Province/Territory Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Northwest Territories Nova Scotia Nunavut Ontario Prince Edward Island Quebec Saskatchewan Yukon

Annual Income ($):

Amount Saved ($):

Are you a first time home buyer?

Age: Must be 18 or older to have contribution room for TFSA, RRSP, FHSA, and RESP

Total TFSA Contributions to Date ($): Total lifetime contributions to your TFSA

TFSA Contributions This Year ($):

Total FHSA Lifetime Contributions ($): Total contributions made to FHSA since opening the account

Previous FHSA Unused Room ($): Total unused room from previous years (max $8,000 carry-forward)

FHSA Contributions This Year ($): Only applicable if you are a first-time home buyer

Previous Year Income ($): RRSP room is calculated by multiplying your previous year income by 18% up to an annual maximum

RRSP Contributions This Year ($):

Company-Matched RRSP ($):

RRSP Carry-Forward Room ($):

Number of Children:

RESP Contributions This Year ($):